You can enter your customer’s tax information in you invoice by following these steps
- Go to Sales >> Invoice.
- Click + create.
- Enter all the fields.
- Enter your customer tax information in the special instruction box or remarks box.
- Click save.
How To's
- Getting Started
- What is Xserp?
- What are the system Requirements for Xserp ?
- Is Xserp made for any special business?
- Which Industry can use Xserp?
- Will Xserp work on my Apple Mac?
- Can I access Xserp on my mobile phone or tablet?
- I did not receive GSTIN. Can I use Xserp till I receive the GSTIN?
- How do I enable GST in Xs Erp?
- Is Data Secured in Xserp?
- Can Auditor’s use Xserp?
- How do I create and manage multiple organizations in Xs Erp?
- I created two organizations under different email accounts.How do I bring both the organizations so that I can manage them under a single account?
- Can I access Xserp offline?
- Can we access Xserp data remotely?
- Am I entitled to software updates/upgrades and how do I upgrade?
- Does Xserp support Inventory also?
- Do we have Sales & Purchase Management in Xserp?
- Can we get Accounts Receivables (AR) and Accounts Payables (AP)?
- Do we have inventory in Xserp?
- Do we have payroll?
- Does Xserp Include HR Module?
- Can we create multiple users in Xserp?
- How many remote users can use Xserp?
- Is Cheque Management available in Xserp?
- Can we maintain complete Financial Accounting in Xserp?
- Can we issue Debit note and Credit Note in Xserp?
- Does Xserp have Post-dated Voucher Management system?
- Can I record a negative bill in Xs Erp?
- What are some of the reports available in Xserp
- Can we maintain Sales related reports?
- Can we do multi-currency in Xserp?
- Does Xs Erp Invoice support barcode scanning?
- Does xserp allows different languages?
- Can I provide an item name in various languages?
- I want the contents of an invoice to be displayed in my language. Is it possible?
- How do I make my company’s logo visible on all my invoices?
- How do I add multiple logos for my organizations?
- How to reset forget password?
- When do I get in-app notifications in Xs Erp?
- Is it possible to change the email address?
- How can I associate unique templates to my customers/vendors?
- How do I display my vendor/customer’s GSTIN in their transaction?
- How do I change the date format for my organization?
- Can I track the notification emails sent to my customers?
- Can we use an external SMTP to send emails from Xs Erp Invoice?
- How do I enable Two Factor Authentication for my Xs Erp Invoice account?
- How do I change the primary email address that is used to access my Xserp account?
- Can I download a copy of my data?
- Does Xserp support Purchase Order Management?
- Can we post queries directly to Xserp?
- Can we maintain and generate report for more than one year data without splitting the data in Xserp ?
- Can I reset my organization?
- How do I delete my account?
- What are the valid codes for states and union territories?
- Profile
- How can I add customer/supplier to my xserp account?
- How can I edit a supplier/customer details?
- Can I upload my party details in bulk?
- Is there any sample file for party bulk upload?
- How can I add new fields to my customers/vendors?
- Where do I enter the GST information of my customers/vendors?
- How many contact persons can I add to a customer?
- How do I add a secondary email address to my customers?
- Can I have duplicates of customers/vendors with the same display name?
- How can I import selective accounts/customers/vendors into Xserp?
- How can I list out all my party in one window?
- Can I filter my customer/supplier list?
- How can I download my party details?
- How can I assign alternate billing and shipping address for a customer/vendor?
- If I modify the address of my customer, will that reflect in the invoices created for this customer?
- How can I merge customers?
- Can I delete a customer?
- How can I add a material?
- How can I upload my material list in bulk?
- What are the quantity codes for various Units?
- Can I add makes/Brand of the material ?
- What is the price(store value) for?
- How to add new category for my materials ?
- Can I upload images and add SKU information to my items?
- Can I delete an item? It shows me an error message when I try.
- How do I add a new tax?
- Accounts
- Can I Pay a Bill Partially?
- How do I record partial payment against an invoice?
- How can I record multiple invoice payments at once?
- How to pay for bills via check?
- How do I record an advance payment from my customers and apply them to their future invoices?
- How can I record a refund for advance payments I’ve received?
- How do I handle bounced checks in Xs Erp?
- Where do I find the check number?
- How do I reverse a journal entry in Xs Erp?
- How can I record a refund for advance payments I’ve received?
- How can I account for extra bank charges in Xs Erp such that my transactions match their respective bank payments?
- How do I configure my chart of accounts?
- Where can I enter the tax withheld while recording payments?
- Can I pay expenses via check?
- Can I delete my bank account in Xs Erp?
- Why should I reconcile bank statements?
- How do I match a transaction with multiple customer payments?
- How do I match a downloaded bank transaction with multiple categories of transactions?
- What is GSTR-1?
- GSTR1 Sales report
- GSTR1 Purchase report
- GSTR2 Purchase report
- How do I find the outstanding amount that customers owe me?
- Where can I find my yearly income and expenditure?
- Do my customers’ balances get carry forwarded to the next financial year automatically?
- couldn’t see the correct amount which I had entered as the opening balance? What could be the reason?
- I have taken a loan of $30,000 to buy a car for my organization. Every month I pay $750 (interest + Principal). How do I record and track this loan and interest in Xs Erp?
- What are the documents that I should send to my accountant to file my taxes?
- Inventory
- What is an issue? When should I create an issue?
- How to create an Issue?
- How to add bulk materials in issue?
- Difference between issued for and issued to?
- I need to add some additional information about a material while issuing, how to do it?
- I do not have sufficient quantity of material , can I issue that material?
- What is meant by internal receipt?
- How to create an Internal receipt?
- How to check the received material against an Issue?
- What is an Indent?
- When should I create an Indent?
- How to create an Indent?
- I want to create an indent for a material which I haven’t profiled yet? How to make it? Will that affect inventory?
- What is the project tab for?
- Can I add more categories in the Indent type?
- What is Goods Receipt(GRN)?
- When should I create a GRN?
- Can I record a GRN for a Non Stock Material?
- How do I bill partially from a purchase order? How do I create a single bill from multiple purchase orders?
- How do I add attachments to bills?
- I did not create a PO, can I inward a material through GRN? Will that effect in accounts.
- What is the difference between recording a bill and recording an expense?
- Why can’t I auto generate bill numbers in Xserp?
- What does partially billed mean?
- We do not maintain the Gate inward number, can I remove it from Mandatory?
- How do I generate a delivery note in Xserp?
- Difference between Delivery challan and Job work DC?
- I do not want to enter my rates in DC, what should I do?
- Can I modify my DC template?
- How to check my Stock Report?
- I can see few materials do not list out in the generated stock report. Why?
- What is a Shortage list?
- How can I generate a Shortage list report?
- Can a bill number be repeated in Xserp?
- How do I get the exact value of the goods in my Inventory?
- purchase
- When do I need to create a purchase order?
- How to create Purchase Order?
- What is a Quick PO?
- How to create a Quick PO?
- How do I specify the expected delivery date of a purchase order?
- Can I edit my PO?
- What does each status of the PO specifies?
- What is the Job order?
- How do I add attachments to bills?
- How do I check the indent that is waiting to create PO?
- How do I check the list of pending PO’s?
- Invoice
- How do I customize my invoice?
- Is it possible to use two different invoices templates? If so, how do I choose them while sending invoices to my customers?
- How can I change my PDF font?
- How do I assign templates for my sales orders/purchase orders/Quotations?
- Would I be able to adjust the column width of the item table?
- How do I add bank details to my invoices?
- I’ve specified a separate shipping address for some of my contacts, it still does not show up in the invoices I send.
- Discounts don’t appear on my invoice PDFs.
- How do I add my organization’s tax information to my invoice?
- How do I add new fields to invoices for specifying additional information (Phone Number, Federal Tax, etc)?
- How can I change the format of my organization address?
- Discounts don’t appear on my invoice PDFs.
- My Invoice status doesn’t show up on my PDF
- I would like to print my invoice in a different size. Can I edit the size of the template so that it can fit on my invoice while printing?
- How do I set the background image in my invoice template?
- How do I add a signature to my invoice template?
- I would like to add additional information about my items and display them on my invoices. How do I do that?
- How do I change the page orientation of my PDF?
- How do I add new fields to invoices for specifying additional information?
- Audit
- What is internal auditing?
- How does internal auditing work?
- How to verify the audit note that has been generated automatically?
- I need to credit my vendor for a bill which has not been paid yet. How do I create a credit note for my vendor?
- What does rate difference means and PO rate difference means as reason in internal auditing?
- Can I view an attached invoice in internal audit as reference?
- How can I apply vendor credits to a bill?
- When do I need to use a credit note?
- How do I delete a credit note that has already been closed?
- Can I skip the internal audit ?
- I have not profiled the supplier for my materials, does it reflect in the internal audit?
- When do I need to use a credit note?
- How do I delete a credit note that has already been closed?
- Why should I profile my material to its suppliers ?
- How do I record an asset depreciation?
- How do I record loans and repayments?
- How do I record an expense refund?
- How do I raise an invoice for a billable expense?
- How do I record the refund of the excess payment I had made to a vendor?
- Sales
- What is an Order Acknowledgement?
- When should I make an Order Acknowledgement?
- How to create OA?
- Does making an OA affect the stock?
- How to create Invoice?
- I want to add more than one tax to an item. How do I do this?
- Can I specify item prices in currencies other than my base currency?
- How can I assign alternate billing and shipping address for a customer?
- I would like to provide additional information about my item and display them on my invoices. How do I do that?
- Can I pull multiple expenses to an invoice?
- How can I convert a Quotation into an invoice?
- How do I mark a draft as a sent invoice?
- I want to provide discounts at invoice level. Can I?
- How to download the PDFs of all the invoices in bulk?
- How can I adjust my invoice total to include any miscellaneous cost?
- How do I add additional cess to the existing taxes while creating an invoice for demerit or luxury goods?
- Will sales orders affect my inventory?
- How do I display my customer’s tax information on my invoice?
- How do I apply SGST, CGST & IGST to my transactions?
- I would like to provide additional information about my item and display them on my invoices. How do I do that?
- Can I pull multiple expenses to an invoice?
- Can I specify item prices in currencies other than my base currency?
- How to create an invoice for the goods that have already been received?
- When do I need to record a Sales Return?
- How do I enter a Sales Return?
- Does the Sales Return affect the inventory and accounts?
- Can I view the material wise report in Sales?
- What is a Custom Sales Report?
- What are the types of invoice available in Xserp?
- Will tax be calculated for each item when I invoice my customer?
- How do I add attachments to bills?
- How do I add shipping charges to my Invoices under GST?
- How do I provide default customer notes, terms & conditions on my quotation?
- Can accepted quotation be automatically converted to invoices?
- How do I enter the invoice number range in the Documents Issued tab when I have a different series of invoice numbers for goods and services?
- When do I need to create a sales order?
- Can we create recurring invoice in Xserp?
- Human Resource